BTV-Michael
BTV《币链何在》主理人.15年的钛合金韭菜。 《Bitcoin TV》 是亚洲及新兴市场进入web3的流量入口。频道开播6年，日更15分钟web3新闻评论及深度专题。社群人数超过70万，会员3000人。覆盖：中文、日文、英文、韩语、越南语、泰语、西班牙语，7个语种，每日触达7万人次。拥有亚洲单体最大的比特币矿场；亚洲首个DAO治理VC；创始人MICHAEL 拥有25年专业传媒经验，曾任卫视总编！上市传媒公司CEO！北野武工作室亚洲代表！出版著作《区块链的N个陷阱》
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AI video production software I've tried so far
Ji Meng, Ke Ling, Runway
Use Claude Coed or GPT for video storyboarding and content organization
Use GPTZ for images, style sampling is done by searching through a bunch of AI-generated image websites
Then put it into comfy UI to form a workflow
But it feels like the time cost is a bit high, Lobster can do some assistance, but the final editing part still needs to be done manually
Are there any good integrated AI software recommendations?
I came across a piece of news: an ordinary employee at Changxin Technology has a paper profit of over 10 million yuan in stocks. Impressive, right?
But—there's a three-year lock-up period, so they can't sell.
The storage chip industry experiences strong cyclical fluctuations, company performance varies, and stock prices go up and down unpredictably. The 10 million is just "on paper"; no one knows how much it will be after three years.
A more realistic issue is that when the restricted shares are unlocked, taxes must be paid. Calculated as salary income, you have to front several million yuan in taxes first—the stocks can't be sold, but the money has to come out first.
Behind the story of wealth created by going public lies the uncertainty of the three-year lock-up period, the interest cost of pledged loans, and above all, a big gamble on the future of the industry and the company. Wealth, before it is secured in hand, is ultimately just a number.
So, stories of overnight riches are just that—stories. It's better to focus on living well in the present, honestly manage your cash flow within the crypto space, and control what you can. That's far better than anything else.
Briefly describing the current situation in the crypto space
1. Moderate Deleveraging
Open Interest (OI) is about $48 billion (760,000 BTC), down 5% from the early July peak.
The current price and OI are falling in sync, indicating a deleveraging process rather than short sellers adding positions, resulting in reduced market volatility.
2. Contraction in OTC Stablecoin Supply
The total supply of USDT+USDC is about $310 billion, down 1.7% in the past three months.
Immediate buying power has decreased, casting doubt on the sustainability of the rebound, so it should not be regarded as a reversal.
Quantum computers, seriously...
I'm too lazy to even talk about it
Techflow
Every bear market has its own flavor of FUD.
2022: "Bitcoin wastes energy."
2024: "Only criminals use Bitcoin."
2026's new flavor has arrived: Quantum computers will kill Bitcoin.
Forbes just published a feature titled "The End of Bitcoin."
The core argument is that Bitcoin's cryptographic algorithm might be vulnerable to quantum computing.
The article cites some data:
About 7 million bitcoin:native public keys have already been exposed on the chain, worth approximately $470 billion. In theory, quantum computers could derive private keys from these public keys.
Ethereum Foundation researcher Justin Drake estimates that before 2032, there is a 10% chance that quantum computers could derive private keys from exposed public keys.
So, is this just a headline-grabbing big news?
The reality is, a few days ago, nine institutions including BlackRock, Fidelity, and Coinbase formed the Bitcoin Security Alliance, investing $15 million to research this very issue.
After the Coldcard $70 million theft incident, Bitcoin developers have also been seriously discussing post-quantum migration plans.
Honestly, having FUD is a good thing.
Because it means someone is seriously examining the problem and spending money to solve it.
The quantum threat is real, but it is an engineering problem currently being addressed. From a traffic perspective, packaging it as an unsolvable death sentence is more effective.
The biggest FUD is silence—no discussion or mention of the scariest issues, like the large number of altcoins that may never recover their value.
